+78.9%
INFY vs MUB
+17.2%
+61.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.0% | +0.9% |
| 7D | -5.4% | -0.8% | -4.6% | -4.4% |
| 30D | -9.9% | -2.4% | -7.5% | -7.0% |
| 3M | -4.6% | -2.8% | -1.7% | -1.0% |
| 6M | -18.5% | -2.2% | -16.2% | -16.1% |
| YTD | -36.5% | -1.6% | -34.9% | -35.2% |
| 1Y | -32.8% | 0.0% | -32.8% | -32.8% |
| 3Y | -32.2% | +7.9% | -40.1% | -39.3% |
| 5Y | -44.7% | +1.2% | -45.9% | -45.3% |
| All | +78.9% | +17.2% | +61.7% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling